Did You Know: Sales Events

Medicare sales events are meetings to help people learn about Medicare Advantage plans and enrolling them. There are two main types:

• Formal Sales Events: These have presentations by agents or representatives from specific insurance companies. They explain the plans, including benefits, costs (premium and out-of-pocket expenses), and eligibility requirements.
• Informal Sales Events: Representatives are at booths or tables to answer questions and give information about different Medicare Advantage plans. They can’t talk about specific plans unless someone asks.

Both types of events are meant to:

• Teach People: They help people learn about Medicare Advantage plans and how they are different from Original Medicare.
• Compare Plans: People can look at different plans to see which one is best for them.
• Enroll in a Plan: People can sign up for a plan right at the event with help from agents.

Rules:

• Teach People: They help people learn about Medicare Advantage plans and how they are different from Original Medicare.
• Plan-Specific Materials: You can give out marketing materials for the plans you represent.
• Enrollment on the Spot: You can take applications for Medicare plans during the event.
• Limited Refreshments: You can offer light refreshments, but not full meals.
• Marketing the Event: Tell people it’s a sales event. You need to get approval from the insurance companies you want to represent.
• Contact Info: You can collect applications and contact information for enrollment purposes.